Making Actions on a Project

Once your project is created, you can perform specific actions from the search and the navigation windows.

This task shows you how to:

See Also
About Projects in the Asynchronous Mode
Creating a Project in the Asynchronous Mode
Creating a Task Workflow in Asynchronous Mode

Search for a Project

You can proceed to a classical search to search for a project.

  1. Click .
    The Search dialog box opens.
  2. Proceed to a classical search.
    A list with the projects matching up with the search is displayed. You can select the project you want to work on.

Make Actions from the Search Context Menu

When searching for a project, you can launch the following commands from the context menu appearing after right-clicking a project.

Explore a Project

You can explore a project.

  1. Search for a project.
    A list with the projects matching up with the search is displayed.
  2. Right-click the project you want to explore and select Explore....
    You enter the Navigation window where you can see the project you selected.
    Note: You have now access to the tasks you need to edit to complete your project.

See the Properties of a Project

You can see the project properties.

  1. Search for a project.
    A list with the projects matching up with the search is displayed.
  2. Right-click the project you want to explore and select Properties.
    The Properties dialog box opens.
    Note: You can see the properties of the project you selected.

Make Actions from the Navigation Window

In the Navigation window, right-click the project you are working on to launch the following actions:

See the Properties of a Project

You can see the project properties.

  1. Open the project.
    The Navigation window opens displaying your project.
  2. Right-click the project and select Properties.
    The Properties dialog box opens.
    Note: You can see the properties of the project you selected.

Expand a Project

You can expand a project.

  1. Open the project you want to expand.
    The Navigation window opens displaying your project.
  2. Right-click the project and select Expand All.
    All the tasks and sub-tasks are displayed in the tree and are represented in 3D on turn-tables.

Refresh and Collapse a Project

You can refresh and collapse a project.

  1. Open the project you want to refresh and collapse.
    The Navigation window opens displaying your project.
  2. Right-click the project and select Refresh and Collapse.
    All the tasks that are displayed in the tree are refreshed and collapsed.

Make Actions from the PLMWorkplace

You need the HUD to send and share data with the designers you work with and the PLMWorkplace from which you can launch commands. The PLMWorkplace helps you to launch the following commands from the context menu.

Important:
  • The project section in the PLMWorkplace always has the same name as the project you work on even if you activate a task.
  • The PLMWorkplace only shows one collaborative workspace or one collaborative project at a time. The project you are logged to or the one you have activated.
  • When you want to change the current workspace or the current project, activate a new one from the search window or the Navigation window or Making Actions on a Project.

Edit Project Properties

When opening a task, a project section appears in the PLMWorkplace.

  1. Use the Open or Open manually... option to open a task associated to a project.
    A new section with the same name as the associated project appears in the PLMWorkplace.
  2. Right-click the project section and select Edit Project Properties.
    You can edit the properties of the project.

Show Task Description

When opening a task, a project section appears in the PLMWorkplace.

Right-click the project section and select Show Task Description.
An immersive dialog box appears with the description of the task.

Set Task as Done

When a task is completed, an output briefcase is produced. The designer assigned for the task has to share it through a standard Sharing Data in Asynchronous Mode mechanism so that the modifications can be taken into account in the project. In the following scenario, you are the designer assigned to the task to be shared.

  1. Right-click the project section and select Set Task as Done.
    The HUD associated to the project manager opens.
  2. Select all the features you want to share.
    Important: The shared features must be in relation with the task you modified to be able to send them.
  3. Click Design Share .

The modifications you brought are shared with the project manager.

Warning:
  • When selecting Set Task as done, a dialog box can appear asking you if you want to close the task. It appears if
    • the project manager wants to check the task before promoting it.
    • the current task was created with the Need supervisor approval option selected.
  • Click OK to indicate that your task was supervised, to close the task and send the modifications to your project manager.
  • Use the co-review mechanism to have your task modifications supervised and checked or use the standard Receiving and Merging Data mechanism to have your work validated.

Leave Project

You can leave a project.

  1. Use the Open or Open manually... option to open a task associated to a project.
    A new section with the same name as the associated project appears in the PLMWorkplace.
  2. Right-click the project section and select Leave Project.
    You leave the project in the asynchronous mode and go back to a peer-to-peer mode. You can edit the task you work on in the Authoring window.